Name Change Authorization Form Wells Fargo Funds

What is the Name Change Authorization Form for Wells Fargo?

The Name Change Authorization Form for Wells Fargo is a crucial document that allows customers to officially request a change of name on their accounts. This form is particularly important for individuals who have recently undergone a legal name change due to marriage, divorce, or other reasons. By submitting this form, customers ensure that their account information is accurate and up-to-date, which is essential for maintaining the integrity of their financial records.

How to Use the Name Change Authorization Form for Wells Fargo

To effectively use the Name Change Authorization Form, customers should first obtain the form from the Wells Fargo website or a local branch. Once in possession of the form, it is important to fill it out completely, providing all necessary details including the old name, new name, and account information. After completing the form, customers can submit it either online, by mail, or in person at a branch, depending on their preference and the specific instructions provided by Wells Fargo.

Steps to Complete the Name Change Authorization Form for Wells Fargo

Completing the Name Change Authorization Form involves several key steps:

1. Obtain the form from the Wells Fargo website or a local branch.
2. Fill in your current account information accurately.
3. Provide your old name and the new name as it should appear on the account.
4. Include any required identification or supporting documents, such as a marriage certificate or court order.
5. Review the form for accuracy and completeness.
6. Submit the form according to the provided instructions, either online, by mail, or in person.

Legal Use of the Name Change Authorization Form for Wells Fargo

The Name Change Authorization Form is legally binding once submitted and processed by Wells Fargo. It is essential that customers ensure all information is accurate to avoid any potential legal issues. The form serves as a formal request to update account records, and failure to submit it correctly may lead to complications in accessing funds or managing accounts.

Required Documents for the Name Change Authorization Form

When submitting the Name Change Authorization Form, customers may need to provide certain documents to verify their identity and support their name change request. Commonly required documents include:

• Government-issued identification (e.g., driver's license or passport).
• Legal documents supporting the name change (e.g., marriage certificate, divorce decree, or court order).
• Any additional paperwork that Wells Fargo may specify in their guidelines.

Form Submission Methods for the Name Change Authorization Form

Customers have several options for submitting the Name Change Authorization Form. These methods include:

• Online Submission: Customers can fill out and submit the form through the Wells Fargo online banking portal.
• Mail: The completed form can be mailed to the designated Wells Fargo address, ensuring that it is sent securely.
• In-Person: Customers may choose to visit a local Wells Fargo branch to submit the form directly to a representative.